Files that are added in the Dashboard, can also be viewed in the app. This way all kinds of important information can be made available real-time for employees on the work floor. There are two ways to find files in the app. 


Option 1:

  1. Click on the Files button on the home screen
  2. The page with all files, which the user has the permissions to see, will appear. The files are categorised by the predefined file categories 
  3. Click on the file category to view the underlying files or use Search to search for a file by title or use the Filter to search for files linked to a specific client/object/unit category. Click here to learn how the filter works


Option 2:

  1. Click on the Clients or Objects or Units button to navigate to an entity
  2. Depending on the choice above choose a client/object/unit
  3. The overview page for the entity will appear
  4. Click on Files
  5. The files page will appear, filtered on the chosen entity. The files are categorised by the predefined file categories 
  6. Click on a file category to view underlying files or use Search to search for a file by title


Take note! General files only appear at the highest level, behind the Files button on the homescreen.